Morris Chang's call: the letter that saved NVIDIA
A key story about the NVIDIA-TSMC relationship and how a letter helped define a turning point for Jensen Huang's company.
November 10, 2026
Key points
- Strategic relationship between NVIDIA and TSMC
- Morris Chang as a key semiconductor industry figure
- The chip supply chain is critical for AI
- NVIDIA remains central to AI infrastructure
This video highlights an important anecdote involving NVIDIA and Morris Chang, founder of TSMC. The story shows how relationships between tech leaders can influence a company’s direction.
NVIDIA has long depended on advanced chip manufacturing, and TSMC has been a central partner in that ecosystem. That is why any episode tied to their relationship matters to people following semiconductors and artificial intelligence.
The reference to a letter that “saved” NVIDIA points to a decisive moment in the company’s evolution. Beyond the exact details, the message is clear: in AI, the chip supply chain matters as much as product design.
This type of content matters because NVIDIA remains one of the most influential companies in AI infrastructure. Its relationship with manufacturers like TSMC helps explain why the chip business is strategic for AI growth.
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